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Funding

California · Nonprofit

Berkeley Ballet Theater Inc

Berkeley Ballet Theater Inc (California) receives grants from 12 organizations whose IRS filings report $329,926 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($82,700). 4 of them have funded it in more than one year, and 91% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

$1.5M
Revenue FY2024
12
Funders on record
$330k
Grants received
$255k
Net assets
4/12 repeat funderspeak grant-dependency 11%

Against its field

Berkeley Ballet Theater Inc has grown faster than half of the 5,127 arts & culture nonprofits its size.

Operating margin−9% · below the median
Months of reserve2.0mo · below the median
Revenue growth (annualized)10% · above the median

this organization peer median middle 50% of peers· 5,127 arts & culture nonprofits $1M–$10M, FY2024

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($773k) Expenses 100 ($889k) Net assets 100 ($341k)2018 Revenue 161 ($1.2M) Expenses 124 ($1.1M) Net assets 143 ($489k)2019 Revenue 126 ($970k) Expenses 127 ($1.1M) Net assets 97 ($332k)2020 Revenue 135 ($1.0M) Expenses 127 ($1.1M) Net assets 72 ($246k)2021 Revenue 124 ($961k) Expenses 136 ($1.2M) Net assets -1 ($-2684)2022 Revenue 221 ($1.7M) Expenses 158 ($1.4M) Net assets 90 ($306k)2023 Revenue 214 ($1.7M) Expenses 181 ($1.6M) Net assets 98 ($333k)2024 Revenue 198 ($1.5M) Expenses 187 ($1.7M) Net assets 75 ($255k)
'17'18'19'20'21'22'23'24
Revenue (198)Expenses (187)Net assets (75)Peer revenue range

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 1% · 2020 0% · 2021 0% · 2022 31% · 2023 16% · 2024 10%. Grants only. Government contracts and fees sit inside program revenue.

19% of Berkeley Ballet Theater Inc’s revenue is contributions — more earned-revenue than three-quarters of its peers (63% for the typical peer).

This organization
Typical peer · 5,377 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 8 reported years ran a deficit.

$116k
17
$148k
18
$157k
19
$86k
20
$249k
21
$304k
22
$40k
23
$131k
24
2.0
months of
reserve
02Who funds it

Who funds it, year by year

2019 → 2023: the base broadened from 2 funders to 5 funders, grant income rose $12k → $57k.

6 of 12 of your funders are donor-advised or pass-through sponsors (tagged DAF)91% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of Berkeley Ballet Theater Inc’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

Berkeley Ballet Theater Inc has a broad base — no single funder exceeds 25% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

93% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Berkeley Ballet Theater Inc.

25%
largest funder
69%
top three
~5
effective funders

Largest funder’s share by year: 2019 55% · 2020 55% · 2021 58% · 2022 42% · 2023 31%diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

67% of Berkeley Ballet Theater Inc's funders are still giving 3 years after their first grant; 33% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

91% of Berkeley Ballet Theater Inc's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $30k that is directly attributable, 77% of it comes from California funders.

NY
CA

In-state vs out-of-state, by year

20
22
23
California out of state home

Funder states come from each funder’s own filing. $300k arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first. Your 12 funders put you under-funded among the 400 organizations that share them.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like Berkeley Ballet Theater Inc

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

77% of spending goes to programs.

Program 77%Management 13%Fundraising 10%

Governance

9
board members
100%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for Berkeley Ballet Theater Inc: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Berkeley Ballet Theater Inc?
Berkeley Ballet Theater Inc (California) receives grants from 12 organizations whose IRS filings report $329,926 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($82,700). 4 of them have funded it in more than one year, and 91% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does Berkeley Ballet Theater Inc have?
IRS filings report 12 organizations giving $329,926 in grants to Berkeley Ballet Theater Inc, 4 of which have funded it in more than one year.
Who is the largest funder of Berkeley Ballet Theater Inc?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $82,700 in grants. The full list of funders is on this page.
How can an organization like Berkeley Ballet Theater Inc find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 12funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported September 23, 2026. What this page cannot tell you · view filing